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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1476
Meeder Asset Management
Ohio
$106K -$6.21M -84,815 -98%
SC
1477
SouthState Corp
Florida
$104K -$10.2K -139 -7%
MPWT
1478
MassMutual Private Wealth & Trust
Connecticut
$104K +$1.76K +24 +1%
TFA
1479
Toth Financial Advisory
Virginia
$99.8K -$464K -6,334 -77%
TFP
1480
Tilia Fiduciary Partners
North Carolina
$99.4K -$15.9K -217 -10%
HFM
1481
Hartford Financial Management
Connecticut
$94.3K – – –
TWP
1482
TFO Wealth Partners
Ohio
$94.1K +$130K +1,775 +8,068%
LS
1483
Livforsakringsbolaget Skandia
Sweden
$92.3K – – –
C
1484
Covestor
United Kingdom
$92K -$120K -1,643 -48%
MA
1485
MCF Advisors
Kentucky
$91K +$73.2K +1,000 +136%
RTC
1486
Riverview Trust Company
Washington
$90.7K -$145K -1,979 -53%
MFA
1487
McClarren Financial Advisors
Pennsylvania
$86K +$366 +5 +0.3%
DAM
1488
Delta Asset Management
Tennessee
$85.9K -$2.56K -35 -2%
KI
1489
Kapitalo Investimentos
Brazil
$85.4K +$119K +1,630 New
BC
1490
Barrett & Company
Rhode Island
$83.2K +$14.6K +200 +14%
AWM
1491
AllSquare Wealth Management
New York
$81.7K +$87.9K +1,200 +334%
MME
1492
Meag Munich Ergo
Germany
$81.3K -$746K -10,190 -87%
CWP
1493
Concord Wealth Partners
Virginia
$79.7K +$5.93K +81 +6%
MMG
1494
Monetary Management Group
Missouri
$78.6K +$11K +150 +11%
HWA
1495
Heritage Wealth Advisors
Virginia
$78.3K +$12.2K +166 +12%
CCA
1496
Column Capital Advisors
Indiana
$76.8K +$52.4K +715 +95%
BWL
1497
Bogart Wealth LLC
Virginia
$76.4K +$105K +1,439 +7,574%
QC
1498
Quent Capital
New York
$76.2K -$4.25K -58 -4%
HIM
1499
Hillsdale Investment Management
Ontario, Canada
$74.4K +$82K +1,120 +373%
VC
1500
Vestor Capital
Illinois
$73K -$7.1M -96,925 -99%
58 59
60
61 62